Lisa Willson

Lisa Willson Email and Phone Number

Assistant General Manager and Financial Controller @ Maple Downs Golf and Country Club
Whitby, ON, CA
Lisa Willson's Location
Whitby, Ontario, Canada, Canada
Lisa Willson's Contact Details

Lisa Willson personal email

n/a

Lisa Willson phone numbers

About Lisa Willson

Experienced as a “Hands On” Financial Controller, Accounting Manager and Supervisor (over 29 years) Educated and expert level skills in many software programs including: Jonas, Microsoft Excel, Microsoft Word, QuickBooks Pro, Microsoft Power Point, Ceridian Powerpay, Ceridian Dayforce, REMS (Newstar), CaseWareAble to analyze and prepare complex financial reports, account analysis and account reconciliationsMastered professional at establishing and maintaining effective working relationships with all internal and external stakeholders including but not limited to Board of Directors, Committees and Management TeamsExcellent proficient communication skills alongside exceptional analytical skills

Lisa Willson's Current Company Details
Maple Downs Golf and Country Club

Maple Downs Golf And Country Club

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Assistant General Manager and Financial Controller
Whitby, ON, CA
Website:
mapledowns.com
Employees:
17
Lisa Willson Work Experience Details
  • Maple Downs Golf And Country Club
    Assistant General Manager And Financial Controller
    Maple Downs Golf And Country Club
    Whitby, On, Ca
  • Maple Downs Golf And Country Club
    Assistant General Manager/Financial Controller
    Maple Downs Golf And Country Club Aug 2022 - Present
    Vaughan, Ontario, Canada
  • Maple Downs Golf And Country Club
    Financial Controller
    Maple Downs Golf And Country Club Nov 2021 - Aug 2022
    Vaughan, Ontario, Canada
  • Lmw Consulting
    Private Club Trainer & Software Specialist (Casual)
    Lmw Consulting Jan 2015 - Present
    • Train Club Controllers, Managers & Other Key Employees to configure their systems in order to Manage their Club efficiently and effectively• Improve client training processes in all areas of their business• Troubleshoot processes on-site so that their daily duties coincide with their Financial Reports• Manage Client Implementation Projects and ensure they are completed successfully• Redesign POS Menus and options so that they fall in line with the day to day business• Gather clients’ requirements and review their business processes• Configure Jonas Software to match the client requirements• Troubleshoot and resolve many client issues including building their software to give them the data they need• Train on the entire payroll system including all government remittances, T4's and year-end audits
  • Oshawa Golf & Curling Club
    Financial Controller
    Oshawa Golf & Curling Club Apr 2021 - Oct 2021
    • Directed, managed and produced all financial operations of the Club• Directly assisted the General Manager/COO on all strategic matters relating to budget management, cost-benefit analysis, forecasting needs and internal controls• Lead monthly P&L review with managers, providing explanations and highlighting areas of concern and variances • Developed, established and administered procedures, systems and checks pertaining to AP & AR• Prepared monthly and annual financial statements including revised detailed forecasts and analysis • Maintained all accounting records; developed, analyzed and interpreted statistical and accounting information• Evaluated operating results for costs, revenues, budgets, trends and increased profit possibilities• Maintained banking relationships for investments, leases and loans• Responsible for payroll for approximately 75 employees including taxable benefits, payroll deductions, Government Remittances, and T4’s• Conducted frequent 1-on-1 meetings with all direct reports to provide direction, remove obstacles, training and mentor team members• Lead the staffing, scheduling, training and professional development of the Accounting, Membership & Administration team• Sit on and participated actively with The Finance Committee including monthly presentation packages and meetingsAccomplishments• Completed the entire March FY21 Audit with no training or assistance, coming into a brand-new club• Fully automated the Financial Reports so that they were derived automatically from the General Ledger ensuring zero errors or omissions• Created accurate rolling revised forecasts both departmentally and companywide, to be included in the monthly finance package
  • The National Club
    Financial Controller
    The National Club Mar 2020 - Apr 2021
    Toronto, Ontario, Canada
    • Directed all financial operations of the Club• Supervised and accessed all accounting functions of the Payroll, AR & AP Departments• Directly assisted the General Manager, Clubhouse Manager and Board of Directors on all strategic matters relating to budget management, cost-benefit analysis, forecasting needs and internal controls• Developed and continuously adapted supplemental financial reports and KPI’s, guiding meaningful interpretation• Prepared financial statements, forecasts and analysis for all administrative and managerial functions• Maintained all accounting records, journal entries and banking reconciliations• Lead the staffing, scheduling, training and professional development of the Accounting & Administration team• Sat on and participated actively with The Board of Directors, COVID Task-Force, Communications, Membership & House CommitteesAccomplishments• Created COVID policies and procedures for all Staff and Members including Health Checks, Waivers and SOPS• Launched a Brand-New Website & APP including online ordering, member rosters and affiliated club’s directory• Created many ideas that were implemented to help the club pivot through the transition to virtual events and take-out
  • The Weston Golf And Country Club
    Financial Controller
    The Weston Golf And Country Club Mar 2017 - Feb 2020
    Toronto, Canada Area
    • Directed all the financial operations of the Club while working closely with the General Manger/COO and other Department Managers to achieve all of the responsibilities held at both The National Club and Oshawa GCCAccomplishments• Created new pricing strategies for memberships and revised forecasts/budgets based on the quick loss of the Curling Activities
  • Jonas Club Software
    Software Implementation Specialist
    Jonas Club Software Jan 2016 - Mar 2017
    • Managed Client Implementation Projects and ensured they were completed successfully• Gathered clients’ requirements and reviewed their business processes• Trained Club Controllers, managers & other key employees to configure the Jonas system in order to manage their Club efficiently and effectively• Configured software to match the client requirements• Troubleshot and resolved many client issues including but not limited to accounting software integration • Improved client retention and training processes in all departments• Contributed to activities adding value to clients such as: Online Courses, Training User Guides, WebinarsAccomplishments• Successfully implemented an entire new fully integrated accounting software system at 11 different companies all over North America • Fully trained all employees from the floor staff to the Controller on Jonas and improved policies and procedures
  • Thornhill Golf & Country Club
    Interim Controller
    Thornhill Golf & Country Club Dec 2014 - Jan 2016
    • Performed and/or supervised all general accounting functions including the preparation and review of journal entries, account reconciliations, month-end closing processes, year-end schedules and reports• Worked alongside and supervised a team of five on accounts payables, receivables & cash receipts• Reconciled sub-ledgers to the general ledger including all government remittances• Prepared and completed the monthly, quarterly and annual reporting schedules and financials analyzing variances to budget and prior years • Responsible for all payroll for approximately 140 employees including taxable benefits, government remittances, payroll deductions, RRSP matching and T4’sAccomplishments• Oversaw and monitored the budget and bank financing for a $5,000,000 Two-Stage Renovation Project• Implementation of upgraded accounting systems, internal controls, policies and procedures
  • Deer Creek Golf Clubs
    Accounting Manager
    Deer Creek Golf Clubs Feb 2001 - Jun 2014
    • Responsible for all bookkeeping and accounting functions up to and including the monthly and annual Financial Statements• Personally completed the Year-end files for external audit (for three different companies)• Supervised and worked alongside accounts receivable and accounts payable staff of five• Organized, supervised and maintained all office policies and procedures• Processed bi-weekly payroll for 300 full-time and seasonal employees, along with all required monthly and annual government remittances (WSIB, EHT, Payroll, T4’s, ROE’s)• Actively participated in monthly management meetings to offer pricing, budgeting and spending recommendationsAccomplishments• Designed the pricing strategies and room minimums for the expansion of a 50,000-square foot banquet facility• Personally, designed and developed their customer loyalty rewards program (over 3,000 members)• Implemented, designed & installed Jonas Software (from scratch to current)
  • Clintar Groundskeeping Company
    Assistant Accounting Manager
    Clintar Groundskeeping Company Dec 1995 - Jan 2001
    • Handled all aspects of bookkeeping and accounting for seven different franchises at the Head Office• Processed hourly payroll for up to 200 employees using ADP

Lisa Willson Skills

Budgets Accounting Account Reconciliation Accounts Payable Accounts Receivable Customer Service Payroll Financial Statements Management Leadership Microsoft Excel Bookkeeping Adp Payroll Bank Reconciliation Microsoft Word Journal Entries Depreciation Year End Accounts Monthly Close Supervisory Skills Reliability Accruals Fixed Assets Newstar Powerpoint Mortgage Lending Mas 90 Accpac Great Plains Software Job Costing Fundraising Balance Year End Close Independent Trustworthy Bank Reconciliations Jonas Excel Word Intercompany Ledger Cash Receipts Balance Sheet Sales Tax Turbo Tax Accounting Applications Petty Cash Cash Monthly Closing Project Accounting

Lisa Willson Education Details

Frequently Asked Questions about Lisa Willson

What company does Lisa Willson work for?

Lisa Willson works for Maple Downs Golf And Country Club

What is Lisa Willson's role at the current company?

Lisa Willson's current role is Assistant General Manager and Financial Controller.

What is Lisa Willson's email address?

Lisa Willson's email address is lw****@****fcc.com

What is Lisa Willson's direct phone number?

Lisa Willson's direct phone number is +143799*****

What schools did Lisa Willson attend?

Lisa Willson attended Durham College.

What are some of Lisa Willson's interests?

Lisa Willson has interest in Children, Education, Health.

What skills is Lisa Willson known for?

Lisa Willson has skills like Budgets, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Customer Service, Payroll, Financial Statements, Management, Leadership, Microsoft Excel, Bookkeeping.

Who are Lisa Willson's colleagues?

Lisa Willson's colleagues are Mike Weisbrod.

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